L3VLUP
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 1 May 2026
Managers listing it
50
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 41 listed it in both
Shares listed
33,800,157
combined, among listed positions
Reported value
$16.4bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 26 buyers (opened or added shares) and 27 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -5,099,028.

Managers listing SPOT in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

50 of 50 holders

ActionFiling
Baillie Gifford & Co8,218,203$4.0bn4.07%Trimmed-112,9018 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc4,603,839$2.2bn0.26%Added+734,36715 May 2026 (the filing on sec.gov)
Wellington Management Group LLP3,319,838$1.6bn0.30%Added+2,420,87015 May 2026 (the filing on sec.gov)
MFS Investment Management2,059,978$1.0bn0.34%Trimmed-91,82914 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd1,711,015$830m0.40%Added+286,84418 May 2026 (the filing on sec.gov)
Tiger Global Management LLC1,580,761$767m3.36%Added+319,30015 May 2026 (the filing on sec.gov)
Coatue Management LLC1,320,914$641m2.20%Trimmed-1,129,96715 May 2026 (the filing on sec.gov)
Artisan Partners LP1,306,047$633m1.02%Added+331,96013 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,025,186$497munder 0.1%Trimmed-1,795,25315 May 2026 (the filing on sec.gov)
Point72 Asset Management LP916,117$444m0.57%Trimmed-54,84215 May 2026 (the filing on sec.gov)
Citadel Advisors LLC809,008$392m0.06%Added+231,81215 May 2026 (the filing on sec.gov)
Capital World Investors792,560$384m0.05%Trimmed-2,071,26113 May 2026 (the filing on sec.gov)
Invesco Ltd542,419$263munder 0.1%Trimmed-388,35012 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC527,519$256m0.19%Trimmed-9,93527 Oct 2026 (the filing on sec.gov)
AllianceBernstein LP367,809$214m0.07%Trimmed-255,53315 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC379,926$184m0.22%Trimmed-97,50615 May 2026 (the filing on sec.gov)
ValueAct Holdings LP358,500$174m3.04%Newnew15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.358,473$174m0.10%Trimmed-408,94215 May 2026 (the filing on sec.gov)
D1 Capital Partners LP340,494$165m1.47%Trimmed-55,40615 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC328,703$159m0.21%Trimmed-10,70615 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP300,309$146m0.08%Trimmed-970,10514 May 2026 (the filing on sec.gov)
Millennium Management LLC276,723$134m0.06%Added+97,69215 May 2026 (the filing on sec.gov)
Capital Research Global Investors261,166$127munder 0.1%Trimmed-501,04913 May 2026 (the filing on sec.gov)
Man Group PLC243,562$118m0.21%Added+134,57315 May 2026 (the filing on sec.gov)
Jane Street Group LLC238,062$115munder 0.1%Added+58,77012 May 2026 (the filing on sec.gov)
Page 1 of 2

What managers have written about SPOT

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
48 in Q3 2024 to 33 in Q2 2026

Tracked managers listing it, at least.

020406020192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SPOT by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201823$6.8bnn.a.n.a.
Q3 201822$8.0bnn.a.n.a.
Q4 201823$5.5bnn.a.n.a.
Q1 201915$5.4bnn.a.n.a.
Q2 201920$5.2bnn.a.n.a.
Q3 201921$4.0bnn.a.n.a.
Q4 201915$7.0bnn.a.n.a.
Q1 202018$5.7bnn.a.n.a.
Q2 202017$12.5bnn.a.n.a.
Q3 202015$10.5bnn.a.n.a.
Q4 202014$14.2bnn.a.n.a.
Q1 202115$12.4bnn.a.n.a.
Q2 202115$12.0bnn.a.n.a.
Q3 202121$11.6bnn.a.n.a.
Q4 202125$12.6bnn.a.n.a.
Q1 202221$7.5bnn.a.n.a.
Q2 202222$4.8bnn.a.n.a.
Q3 202219$4.0bnn.a.n.a.
Q4 202222$3.5bnn.a.n.a.
Q1 202323$6.3bnn.a.n.a.
Q2 202338$8.0bnn.a.n.a.
Q3 202330$7.8bnn.a.n.a.
Q4 202332$9.5bn1516
Q1 202438$13.9bn2017
Q2 202445$16.3bn2617
Q3 202448$20.5bn2325
Q4 202439$18.4bn1328
Q1 202537$21.1bn1623
Q2 202535$28.6bn1818
Q3 202538$26.9bn2612
Q4 202546$22.4bn3218
Q1 202641$15.4bn2627
Q2 202633$13.2bn1933

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SPOT and GOOGL →SPOT and AMZN →SPOT and GOOG →Choose a stock to compare with SPOT →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SPOT, latest filings →Back to the 13F Explorer →